Tairen Capital as of Dec. 31, 2025
Portfolio Holdings for Tairen Capital
Tairen Capital holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $105M | 336k | 313.00 | |
| Robinhood Mkts Com Cl A (HOOD) | 6.2 | $60M | 526k | 113.10 | |
| NVIDIA Corporation (NVDA) | 4.8 | $46M | 249k | 186.50 | |
| Lumentum Hldgs (LITE) | 4.1 | $40M | 107k | 368.59 | |
| Trip Com Group Ads (TCOM) | 3.6 | $35M | 483k | 71.91 | |
| Sandisk Corp (SNDK) | 3.5 | $34M | 143k | 237.38 | |
| Roblox Corp Cl A (RBLX) | 2.7 | $26M | 325k | 81.03 | |
| Kla Corp Com New (KLAC) | 2.7 | $26M | 21k | 1215.08 | |
| Celestica (CLS) | 2.6 | $26M | 86k | 295.61 | |
| Synopsys (SNPS) | 2.6 | $25M | 53k | 469.72 | |
| Intel Corporation (INTC) | 2.6 | $25M | 670k | 36.90 | |
| Progressive Corporation (PGR) | 2.4 | $23M | 100k | 227.72 | |
| Lululemon Athletica (LULU) | 2.3 | $22M | 106k | 207.81 | |
| Teradyne (TER) | 2.3 | $22M | 112k | 193.56 | |
| Hubspot (HUBS) | 2.2 | $21M | 53k | 401.30 | |
| Broadcom (AVGO) | 2.2 | $21M | 60k | 346.10 | |
| Solstice Advanced Matls Com Shs (SOLS) | 2.1 | $21M | 423k | 48.58 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.1 | $20M | 177k | 113.39 | |
| Spotify Technology S A SHS (SPOT) | 2.1 | $20M | 34k | 580.71 | |
| Datadog Cl A Com (DDOG) | 2.0 | $20M | 145k | 135.99 | |
| Unity Software (U) | 2.0 | $20M | 444k | 44.17 | |
| Intercontinental Exchange (ICE) | 2.0 | $19M | 117k | 161.96 | |
| Linde SHS (LIN) | 1.9 | $18M | 42k | 426.39 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $18M | 17k | 1069.86 | |
| Arista Networks Com Shs (ANET) | 1.8 | $17M | 130k | 131.03 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $17M | 103k | 160.97 | |
| Coherent Corp (COHR) | 1.5 | $15M | 81k | 184.57 | |
| Root Cl A New (ROOT) | 1.2 | $12M | 161k | 72.23 | |
| Mongodb Cl A (MDB) | 1.2 | $12M | 28k | 419.69 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $11M | 51k | 223.23 | |
| Home Depot (HD) | 1.2 | $11M | 33k | 344.10 | |
| Wabtec Corporation (WAB) | 1.1 | $11M | 51k | 213.45 | |
| Verisk Analytics (VRSK) | 1.1 | $11M | 48k | 223.69 | |
| Tower Semiconductor Shs New (TSEM) | 1.1 | $11M | 90k | 117.42 | |
| Applovin Corp Com Cl A (APP) | 1.1 | $10M | 15k | 673.82 | |
| Figma Class A Com Stk (FIG) | 1.0 | $9.7M | 260k | 37.37 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $9.5M | 66k | 143.89 | |
| Doordash Cl A (DASH) | 1.0 | $9.2M | 41k | 226.48 | |
| Astera Labs (ALAB) | 1.0 | $9.2M | 55k | 166.36 | |
| Sea Sponsord Ads (SE) | 0.9 | $9.1M | 71k | 127.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.7M | 28k | 313.80 | |
| Snap Cl A (SNAP) | 0.9 | $8.6M | 1.1M | 8.07 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.9 | $8.5M | 155k | 55.03 | |
| Parker-Hannifin Corporation (PH) | 0.8 | $7.4M | 8.4k | 878.96 | |
| Flowserve Corporation (FLS) | 0.6 | $5.6M | 80k | 69.38 | |
| Pure Storage Cl A (PSTG) | 0.6 | $5.4M | 80k | 67.01 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $4.9M | 47k | 104.72 | |
| Doximity Cl A (DOCS) | 0.5 | $4.4M | 100k | 44.28 | |
| Guidewire Software (GWRE) | 0.4 | $3.6M | 18k | 201.01 | |
| Fluor Corporation (FLR) | 0.3 | $3.3M | 83k | 39.63 | |
| Marvell Technology (MRVL) | 0.2 | $2.3M | 27k | 84.98 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.0M | 6.6k | 303.89 | |
| Amer Sports Com Shs (AS) | 0.1 | $977k | 26k | 37.35 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $922k | 16k | 56.62 | |
| Semtech Corporation (SMTC) | 0.1 | $597k | 8.1k | 73.69 | |
| TTM Technologies (TTMI) | 0.1 | $552k | 8.0k | 69.00 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $501k | 1.8k | 275.39 | |
| Amkor Technology (AMKR) | 0.0 | $257k | 6.5k | 39.48 | |
| Pony Ai Sponsored Ads (PONY) | 0.0 | $229k | 16k | 14.50 |
